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Description
In one line, PitBullTax is a business advantage for tax resolution professionals. Those who use the software to simplify and automate theiir work solve cases faster.
In greater detail, what PitBullTax does is organize the entire lifecycle of a tax resolution case into a simpler, methodical process that lets you deliver the fast, accurate and lasting solution your clients are looking for.
Just add a new client and start working. PitBullTax takes care of the rest:
- Calculate your fees
- Prepare engagement letters and IRS authorization documents (POA & TIA) to start working
- Communicate securely through a client portal
- Get a workflow for each case
- Send questionnaires to your clients to get information faster
- Request their IRS transcript & read the analysis report
- See on one screen the result of the resolution evaluation
- Get full representation support (forms, IRM, letters)
- Receive alerts whenever IRS changes something on their side
PitBullTax also includes powerful support and customization tools:
- History log
- White-labeling
- Email import
- Document preview & annotation
- Integration with DocuSign, Zapier, Dropbox, OneDrive & Google Drive
- API access
- Case management, billing & payment processing
With PitBullTax, you even make Revenue Officers’ lives easier (yes—one told us!).
Via PitBullTax Institute, receive tax resolution training several times a year and get continuing education credits for your licence.
Description
An Edge in Debt Collection for the Future. Reduce risk while expanding to accommodate the volume of client documents. Utilize targeted, conditional messaging for users as cases progress. Guarantee adherence to regulations. Fulfill client specifications. Maintain a clear and regulated flow of client information, irrespective of its format. Enhance efficiency throughout the entire duration of a case. Decrease the amount of manual tasks from initiation to resolution, ensuring a smoother process. Additionally, leverage technology to streamline operations and improve overall effectiveness.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Docusign
Yes
Docusign Identify
Yes
Dropbox
Yes
Google Drive
Yes
Microsoft OneDrive
Yes
Wufoo
Yes
Zapier
Yes
Integrations
Docusign
No
Docusign Identify
No
Dropbox
No
Google Drive
No
Microsoft OneDrive
No
Wufoo
No
Zapier
No
Pricing Details
$135/month/user
One-time license for $225.
Single-user license for $135/month or $1260/year
Multi-user license from $290/month or $2525/year
Unlimited Membership licence from $4395, which includes the software, every available addon plus continuing education for one single price
Single-user license for $135/month or $1260/year
Multi-user license from $290/month or $2525/year
Unlimited Membership licence from $4395, which includes the software, every available addon plus continuing education for one single price
Free Trial
Yes
Free Version
No
Pricing Details
$10000.00/one-time
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
No
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
PitBullTax Software
Founded
2010
Country
United States
Website
www.pitbulltax.com
Vendor Details
Company Name
Collection Partner
Founded
1983
Country
United States
Website
collectionpartnersolutions.com/products/
Product Features
Accounting
Accounts Payable
No
Accounts Receivable
No
Bank Reconciliation
No
Billing & Invoicing
No
CPA Firms
Yes
Cash Management
No
Cryptocurrency Support
No
Expense Tracking
No
Fixed Asset Management
No
Fund Accounting
No
General Ledger
No
Government
Yes
Multi-Currency
No
Nonprofits
No
Payroll Management
No
Project Accounting
No
Purchase Orders
No
Tax Management
Yes
Product Features
Debt Collection
Agency Management
Yes
Auto Dialer
No
Automated Notices
Yes
Callback Scheduling
Yes
Client Management
Yes
Commission Management
Yes
Compliance Management
Yes
Contact Management
Yes
Credit Bureau Reporting
No
In-House Collections
Yes
Payment Plans
Yes
Transaction Management
Yes
